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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,780 | $148,582-20.7% | $135,942-13.4% | $139,456-15.5% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 20.21% | 79.26%-59.0pp | 68.28%-48.1pp | 373.45%-353.2pp |
| Employer contribution / active EE | $1,422 | $5,245-72.9% | $4,858-70.7% | $4,753-70.1% |
| Participant deferral / active EE | $10,250 | $8,101+26.5% | $7,759+32.1% | $6,711+52.7% |
| Admin fee / account holder | $49 | $12,402-99.6% | $10,764-99.5% | $11,407-99.6% |